Work Paper Analysis - Complete a Standard Work Paper

The standard work paper is the most common work paper in the Governance Portal. Its simple analysis section, by default only capturing name and description, provide it the flexibility to capture almost any type of project documentation (e.g. capturing a risk map, documenting prior project findings, documenting the project project plan, gathering process information and documentation etc.). The name and description describe what should be captured. The standard work paper can be used over and over within a single project.

1. Access the work papers.

   There are several ways within the Governance Portal to access work papers. The two most common paths are through the Action Items List and the Internal Audit tab. The Action Item list is the quickest and easiest way for most users.

   1. Via Action Items List
      1. Expand the Favorites & Action Items tab in the left navigation pane.
      2. Expand Action Items.
      3. Expand Work Papers.
      4. Click General Tasks (#).
      5. Click the project name.
      6. Click the Status link for the work paper type.
   2. Via Project Tab
      1. Select the Default GRC context from the context menu.
      2. Click the Projects tab.
      3. Select Pending, Current, or Complete from the Execution group.

         

      4. Click the project name from the project hierarchy tree.

         

      5. Click Expand in the Project section to view the project attributes.

         

      6. Click the Status link for the work paper type in the Project Activity section.

2. Click the Status link for a Standard work paper type.

   

3. Click Edit in the Standard Project Form section.
4. If necessary, change the name and or description.
5. Click Save.